Added to YB: 2024-10-04
Pitch date: 2024-10-04
MCS [bullish]
The Marcus Corporation
+36.91%
current return
Author Info
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Company Info
The Marcus Corporation, together with its subsidiaries, owns and operates movie theatres, and hotels and resorts in the United States.
Market Cap
$695.8M
Pitch Price
$15.66
Price Target
30.00 (+38%)
Dividend
1.27%
Sector
Entertainment
Category
value
The Marcus Corporation - $MCS
MCS: Family-owned cinema & hotel co. 79 theaters (60% owned), 7 hotels. Undervalued at $16, hotels worth $300-500M. Cinema profitable at $2/share, durable despite streaming. Box office recovering post-pandemic. Growth via industry roll-up. 12-15x P/E target, $30+ potential. Real estate backstop at $15/share.
Read full article (7 min)